If you work with subscriptions you have the possibility to automate the creation of a document by activating the function in the invoices section as an administrator. This feature requires an “Advanced” account.

The document is created on each expiration date based on the setup you have for both your template and client.

Possible options:

• Nothing (the invoice will not be created automatically)
• Issue the Invoice
• Issue the Invoice and send the email to the Client
• Issue the Invoice and mark it as paid
• Issue the Invoice, mark it as paid and send the email to the Client
• Issue a Draft Invoice

For this to function properly, it is necessary that:

1. The deal associated with the subscription is linked to an Organization.
2. The Organization is linked to a Client that has been created in the invoice section.

If the above conditions are not met, the subscription well be ignored and the invoice will not be issued.

IMPORTANT:

If you set a subscription start date prior to the date of creation, invoices will not be automatically issued and you will need to generate them manually.